+96.0%
RSG vs NIO
-92.0%
+188.0%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.8% | +4.2% | +0.3% |
| 7D | +2.0% | +2.8% | -0.9% | +2.0% |
| 30D | +14.2% | -8.4% | +22.6% | +14.2% |
| 3M | +15.8% | -32.0% | +47.7% | +15.8% |
| 6M | +24.6% | -43.9% | +68.5% | +24.7% |
| YTD | +18.2% | -35.7% | +53.9% | +18.3% |
| 1Y | +22.8% | -51.1% | +73.9% | +23.1% |
| 3Y | +62.4% | -54.7% | +117.1% | +62.0% |
| 5Y | +96.0% | -91.7% | +187.8% | +99.5% |
| All | +96.0% | -92.0% | +188.0% | +99.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded NIO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling